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Susquehanna Fundamental Investments’s Hess Midstream HESM Stock Holding History

Susquehanna Fundamental Investments’s Portfolio HESM Stock Details HESM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-85,863
Closed -$2.96M – 571
2025
Q4 		$2.96M Sell
85,863
-29,810
-26% -$1M 0.1% 200
2025
Q3 		$4M Sell
115,673
-35,461
-23% -$1.41M 0.16% 164
2025
Q2 		$5.82M Sell
151,134
-46,381
-23% -$1.77M 0.16% 181
2025
Q1 		$8.35M Buy
197,515
+75,101
+61% +$3.06M 0.12% 220
2024
Q4 		$4.53M Buy
+122,414
New +$4.4M 0.06% 350
2024
Q2 		$6.27M Buy
172,168
+41,832
+32% +$1.48M 0.14% 186
2024
Q1 		$4.71M Buy
+130,336
New +$4.4M 0.22% 121
2023
Q4 		– Sell
-17,863
Closed -$520K – 180
2023
Q3 		$520K Sell
17,863
-8,944
-33% -$270K 0.03% 252
2023
Q2 		$822K Sell
26,807
-8,257
-24% -$238K 0.03% 364
2023
Q1 		$1.01M Sell
35,064
-6,755
-16% -$197K 0.02% 514
2022
Q4 		$1.25M Buy
41,819
+3,356
+9% +$95.9K 0.02% 599
2022
Q3 		$982K Buy
+38,463
New +$1.1M 0.02% 811
2022
Q1 		– Sell
-7,428
Closed -$205K – 1593
2021
Q4 		$205K Sell
7,428
-12,051
-62% -$312K 0.01% 1240
2021
Q3 		$550K Sell
19,479
-160
-0.8% -$4.05K 0.01% 1155
2021
Q2 		$496K Sell
19,639
-5,150
-21% -$124K 0.01% 1172
2021
Q1 		$556K Buy
24,789
+12,198
+97% +$263K 0.01% 1115
2020
Q4 		$246K Buy
+12,591
New +$228K ﹤0.01% 1311
2020
Q3 		– Sell
-12,040
Closed -$221K – 1362
2020
Q2 		$221K Sell
12,040
-5,988
-33% -$99.9K 0.01% 819
2020
Q1 		$183K Buy
+18,028
New +$339K 0.04% 266
2019
Q4 		– Sell
-10,788
Closed -$208K – 325
2019
Q3 		$208K Buy
+10,788
New +$210K 0.03% 298

Other funds holding HESM

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
EIP
Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Susquehanna Fundamental Investments's HESM Position: Q1 2026 in Review

Susquehanna Fundamental Investments sold out of Hess Midstream (HESM) in Q1 2026, closing a stake of 85,863 shares — an estimated $2.96M sold.

Susquehanna Fundamental Investments first reported a position in HESM in Q3 2019 and held it in 20 quarters. The position peaked at $8.35M in Q1 2025. 290 funds tracked by Wall St. Rank hold HESM as of Q1 2026.

  • Susquehanna Fundamental Investments reported no remaining Hess Midstream position as of Q1 2026 after selling out during the quarter.
  • Susquehanna Fundamental Investments sold 85,863 Hess Midstream shares in Q1 2026, an estimated $2.96M.
  • Susquehanna Fundamental Investments first reported a position in Hess Midstream in Q3 2019 and held it in 20 quarters.
  • Susquehanna Fundamental Investments's Hess Midstream position peaked at $8.35M in Q1 2025.
  • 290 funds tracked by Wall St. Rank held Hess Midstream as of Q1 2026.

Based on Susquehanna Fundamental Investments's 13F filing for Q1 2026, filed 15 May 2026.